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Report Options
The parameters below are used to configure and enable certain features in the dashboard and contextual reports in Merchandising. Most of these are system level only, but certain options also have the ability to define department level exceptions. Where available, these have been flagged below.
| Option | Reports | Dashboard | Depart ment Default ? | Defau lt Value | Description |
|---|---|---|---|---|---|
| After Written Date Review Within Days | Order Review | n/a | No | This option is used to determine the Review By date for a purchase order. The Review By date will be calculated as the date the order is created (written) plus the After Written Date Review Within Days specified here. | |
| Beginning of Week to Estimated | Early/Late Shipments | Buyer | No | 0 | Indicates the tolerance in days for when shipment may need to be shifted to the previous OTB week due |
| Arrival Date Days | to it arriving close to the beginning of the week. POs that exceed this tolerance are displayed in the report. | ||||
| Dimensions | Incomplete Items | Data Steward | Yes | R | Indicates whether or not the report will highlight dimensions as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N). |
| Display Contextual Report Parameter Values | N/A | N/A | No | Yes | Indicates whether or not the reports used to show the contextual payload for Merchandising screens is displayed. It is expected that at the beginning of your implementation you may want this set to Yes, but in production it would be No, as it is used more for testing purposes. |
| Display Critical Stock Counts Missing Above | Stock Count Missing | Inventory Control | No | 10 | Defines the number of locations missing for a stock count that influences the color of the tile for the Stock Count Missing report. |
| Display Items Created Days Ago | Inactive Items Inactive Item Locations | Data Steward | Yes | 200 | Controls which items or item location combinations will be displayed in the Inactive Item or Inactive Item Location reports, respectively, based on how long the item (or item/location) has existed. Department level exceptions can also be defined, if applicable. |
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Appendix A
| Option | Reports | Dashboard | Depart ment Default ? | Defau lt Value | Description |
|---|---|---|---|---|---|
| Display Last Transacted Days Ago | Inactive Items Inactive Item Locations | Data Steward | Yes | 200 | Controls which items or item location combinations will be displayed in the Inactive Item or Inactive Item Location reports, respectively, based on how long the item (or item/location) last had a transaction. Department level exceptions can also be defined, if applicable. |
| Display OTB | Early/Late Shipments Open to Buy | Buyer | No | Y | Determines whether OTB issues should be displayed in the Early/Late Shipments Report and whether the Open to Buy report is displayed in the Buyer dashboard. |
| Estimated Arrival Date to Open to Buy Date Days | Early/Late Shipments | Buyer | No | 0 | Indicates the tolerance in days for the estimated arrival date and the OTB end of week date. If the dates are further apart than the tolerance, it may indicate a need to shift the OTB week. POs that exceed this tolerance are displayed in the report. |
| Filter Location Type | N/A | Inventory Analyst | No | A | Determines whether you want to use area or store grade in the filter in the Inventory Analyst dashboard. Valid values are Store Grade (G), Area (A), or Store (S). |
| HTS | Incomplete Items | Data Steward | Yes | R | Indicates whether or not the report will highlight HTS classification as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N). |
| Images | Incomplete Items | Data Steward | Yes | R | Indicates whether or not the report will highlight images as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N). |
| Import Attributes | Incomplete Items | Data Steward | Yes | R | Indicates whether or not the report will highlight import attributes as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N). |
| Include Factory Check | Order Alerts | Inventory Analyst | No | Y | Determines whether or not to check if a factory has been associated with a purchase order and display the order in this report if it is missing. Valid values are Yes (Y) or No (N). |
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Appendix A
| Option | Reports | Dashboard | Depart ment Default ? | Defau lt Value | Description |
|---|---|---|---|---|---|
| Inventory Variance to Forecast Report Supported | Inventory Variance to Forecast | Inventory Analyst | No | Y | Indicates if the Inventory Variance to Forecast report in the Inventory Analyst dashboard is being used. If yes, the system will preserve 4 weeks of item weekly forecasted sales data before loading the next set of forecasting data |
| Item/Location - Critical Count | Unexpected Inventory | Inventory Control | Yes | 10 | A count of locations with unexpected inventory that is higher than this number would result in the related tile turning Red in the dashboard. |
| Item/Location - Include Deleted | Unexpected Inventory | Inventory Control | Yes | Y | Indicates whether item/location combinations in delete status should be displayed in the report. Valid values are Yes (Y) or No (N). |
| Item/Location - Include Discontinued | Unexpected Inventory | Inventory Control | Yes | Y | Indicates whether item/location combinations in discontinued status should be displayed in the report. Valid values are Yes (Y) or No (N). |
| Item/Location - Include Inactive | Unexpected Inventory | Inventory Control | Yes | Y | Indicates whether item/location combinations in inactive status should be displayed in the report. Valid values are Yes (Y) or No (N). |
| Item/Location - Warning Count | Unexpected Inventory | Inventory Control | Yes | 5 | A count of locations with unexpected inventory that is higher than this number would result in the related tile turning Yellow in the dashboard. |
| Location Count Threshold | Late Posted Transactions | Finance Analyst | No | 0 | Indicates the tolerance for locations with late posted transactions for a month and is used to determine the color of the tile for the report on the dashboard. It works with the Transaction Count Threshold. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green. |
| Locations | Incomplete Items | Data Steward | Yes | R | Indicates whether or not the report will highlight locations as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N). |
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Appendix A
| Option | Reports | Dashboard | Depart ment Default ? | Defau lt Value | Description |
|---|---|---|---|---|---|
| Locations Exceeding Threshold Critical Count | Stock Count Value Variance | Finance Analyst | No | 0 | Indicates the number of stock counts in exception that would result in the tile on the dashboard displaying the report to change colors. Works with the Variance Threshold % for unit or value variance and the Past Count Date Days for missing counts. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green. |
| Lower Inventory Variance % - High | Inventory Variance to Forecast | Inventory Analyst | Yes | -5 | Specifies the upper limit of the lower threshold range which will limit the items returned in the table based on the inventory variance percentage for an item to the forecasted value. |
| Lower Inventory Variance % - Low | Inventory Variance to Forecast | Inventory Analyst | Yes | -10 | Specifies the lower limit of the lower threshold range which will limit the items returned in the table based on the inventory variance percentage for an item to the forecasted value. |
| Margin Impact Month Range (+/-) | Margin Impact Contextual Report | N/A | No | 2 | Defines a Month Range Considered for Margin Impact Contextual BI Report |
| Maximum Variance % | Shrinkage Variance | Finance Analyst | No | 15 | Indicates the percent variance for actual shrink as compared to budgeted shrink that will be used to determine the color of the tile on the report, working with the Variance Count to determine the color of the tile for the report on the dashboard. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green. |
| Maximum Variance % | WAC Variance | Finance Analyst | No | 15 | Indicates the maximum tolerance outside for variance between pricing cost and average cost for item/ locations. It works with the Variance Count to determine the color of the tile for the report on the dashboard. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green. |
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Appendix A
| Option | Reports | Dashboard | Depart ment Default ? | Defau lt Value | Description |
|---|---|---|---|---|---|
| Minimum Variance | Cumulative Markon Variance | Finance Analyst | Yes | 10 | Used to compare the CMO % of displayed month to the department budgeted intake %. Any subclass/ location combinations that are found to exceed this threshold will be displayed in the report. |
| Not After Date to End of Week Days | Early/Late Shipments | Buyer | No | 0 | Indicates the tolerance in days for when shipment may need to be shifted to the previous OTB week due to it arriving close to the beginning of the week. POs that exceed this tolerance are displayed in the report. |
| Number of Weeks for Expiring Rules | Rules with Upcoming End Dates | Tax Rules | No | 4 | Indicates the number of weeks to consider for the Rules with Upcoming End Dates report. |
| Number of Weeks for Pending Approval | Rules Pending Approval | Tax Rules | No | 4 | Indicates the number of weeks to consider for the Rules Pending Approval report. |
| Organizational Hierarchy Display Level | Late Posted Transactions | Finance Analyst | No | 30 | Determines the level of organization hierarchy that the chart should display on its Y axis. Valid values are Area (40), Region (30), or Store (50). |
| Past Count Date Days | Stock Count Missing | Inventory Control | No | 3 | Indicates the number of days after a count date that a count will be considered missing if no results have been received. Additionally, it is works with the Stock Count Location Exception Count to determine the color of the tile for the report on the dashboard. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green. |
| Past Expected Receipt Date Days | Overdue Transfers Overdue Allocations Overdue RTVs | Inventory Control | No | 3 | Indicates the number of days since a transfer, allocation or RTV should have been received into a location, beyond which the transfer, allocation or RTV should be shown in the reports. |
| Past Item Creation | Incomplete Items | Data Steward | Yes | 3 | Indicates the number of days past the item creation date that items should start to appear on this report for evaluation. |
| Past Receipt Date Days | Stock Orders Pending Close | Inventory Control | No | 5 | Number of days since an open transfer or allocation was received, beyond which it should appear in this report. |
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Appendix A
| Option | Reports | Dashboard | Depart ment Default ? | Defau lt Value | Description |
|---|---|---|---|---|---|
| Evaluation Score – Critical | Supplier Evaluation | No | -50 | Indicates the score at which (and below), the colored portion of the gauge within the contextual report will show that the related evaluation type is ‘Critical’. | |
| Evaluation Score – Warning | Supplier Evaluation | No | -1 | Indicates the score at which (and below till the ‘Critical’ value), the colored portion of the gauge within the contextual report will show the related evaluation type in the ‘Warning’ range. | |
| Evaluation Score – Moderate | Supplier Evaluation | No | 49 | Indicates the score at which (and below till the value of ‘1’), the colored portion of the gauge within the contextual report will show the related evaluation type in the ‘Moderate’ range. | |
| Quantity Threshold | Negative Inventory | Inventory Analyst | Yes | 0 | Indicates the quantity on hand for an item/location below which the item/loc should appear in this report. |
| Quantity Threshold | Unexpected Inventory | Inventory Control | Yes | 0 | Indicates the count per item/location above which the item/location should appear in this report. |
| Reference Items | Incomplete Items | Data Steward | Yes | R | Indicates whether or not the report will highlight reference items as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N). |
| Related Items | Incomplete Items | Data Steward | Yes | R | Indicates whether or not the report will highlight related items as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N). |
| Replenishment | Incomplete Items | Data Steward | Yes | R | Indicates whether or not the report will highlight replenishment attributes as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N). |
| Report Tab 1 Error Type | Order Review | n/a | No | The Report Tab 1 Error Type is used to determine if the Report Tab 1 will display or not in the Order Review screen, and if it displays, if the filter applied will be for a single error or a category of errors. Valid Values are Error (E) or Category (C) found under code type POET. If the Report Tab 1 Error Type is not populated, the corresponding report tab will not display on the Order Review screen. |
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Appendix A
| Option | Reports | Dashboard | Depart ment Default ? | Defau lt Value | Description |
|---|---|---|---|---|---|
| Report Tab 1 Error | Order Review | n/a | No | The Report Tab 1 Error report option determines which error or error category will display in the corresponding report tab on the Order Review screen. All orders will be filtered to show only orders for which this error or category of errors was found during the order approval process for replenishment generated orders. If the Report Tab 1 Error Type is set to Category (C), valid values for the Report Tab 1 Error will be found under the code type OREC. If the Report Tab 1 Error Type is set to Error (E), valid values for Report Tab 1 Error will be found under code type OREN. | |
| Report Tab 2 Error Type | Order Review | n/a | No | The Report Tab 2 Error Type is used to determine if the Report Tab 2 will display or not in the Order Review screen, and if it displays, if the filter applied will be for a single error or a category of errors. Valid Values are Error (E) or Category (C) found under code type POET. If the Report Tab 2 Error Type is not populated, the corresponding report tab will not display on the Order Review screen. | |
| Report Tab 2 Error | Order Review | n/a | No | The Report Tab 2 Error report option determines which error or error category will display in the corresponding report tab on the Order Review screen. All orders will be filtered to show only orders for which this error or category of errors was found during the order approval process for replenishment generated orders. If the Report Tab 2 Error Type is set to Category (C), valid values for the Report Tab 2 Error will be found under the code type OREC. If the Report Tab 2 Error Type is set to Error (E), valid values for Report Tab 2 Error will be found under code type OREN. |
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Appendix A
| Option | Reports | Dashboard | Depart ment Default ? | Defau lt Value | Description |
|---|---|---|---|---|---|
| Report Tab 3 Error Type | Order Review | n/a | No | The Report Tab 3 Error Type is used to determine if the Report Tab 3 will display or not in the Order Review screen, and if it displays, if the filter applied will be for a single error or a category of errors. Valid Values are Error (E) or Category (C) found under code type POET. If the Report Tab 3 Error Type is not populated, the corresponding report tab will not display on the Order Review screen. | |
| Report Tab 3 Error | Order Review | n/a | No | The Report Tab 3 Error report option determines which error or error category will display in the corresponding report tab on the Order Review screen. All orders will be filtered to show only orders for which this error or category of errors was found during the order approval process for replenishment generated orders. If the Report Tab 3 Error Type is set to Category (C), valid values for the Report Tab 3 Error will be found under the code type OREC. If the Report Tab 3 Error Type is set to Error (E), valid values for Report Tab 3 Error will be found under code type OREN. | |
| Report Tab 4 Error Type | Order Review Report | n/a | No | The Report Tab 4 Error Type is used to determine if the Report Tab 4 will display or not in the Order Review screen, and if it displays, if the filter applied will be for a single error or a category of errors. Valid Values are Error (E) or Category (C) found under code type POET. If the Report Tab 4 Error Type is not populated, the corresponding report tab will not display on the Order Review screen. |
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Appendix A
| Option | Reports | Dashboard | Depart ment Default ? | Defau lt Value | Description |
|---|---|---|---|---|---|
| Report Tab 4 Error | Order Review | n/a | No | The Report Tab 4 Error report option determines which error or error category will display in the corresponding report tab on the Order Review screen. All orders will be filtered to show only orders for which this error or category of errors was found during the order approval process for replenishment generated orders. If the Report Tab 4 Error Type is set to Category (C), valid values for the Report Tab 4 Error will be found under the code type OREC. If the Report Tab 4 Error Type is set to Error (E), valid values for Report Tab 4 Error will be found under code type OREN. | |
| Seasons/ Phases | Incomplete Items | Data Steward | Yes | R | Indicates whether or not the report will highlight seasons and phases as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N). |
| Show Worksheet Orders | Orders Pending Approval | Buyer | No | N | Indicates whether submitted orders or both submitted and worksheet orders should be shown in this report. Valid values are Yes (N) or No (N). |
| Simple Packs | Incomplete Items | Data Steward | Yes | R | Indicates whether or not the report will highlight simple packs as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N). |
| Stock Count Location Exception Count | Stock Count Missing Stock Count Unit Variance | Inventory Control | No | 10 | Indicates the number of stock counts in exception that would result in the tile on the dashboard displaying the report to change colors. Works with the Variance Threshold % for unit or value variance and the Past Count Date Days for missing counts. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green. |
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Appendix A
| Option | Reports | Dashboard | Depart ment Default ? | Defau lt Value | Description |
|---|---|---|---|---|---|
| Stock Orders Critical Count | Transfers Pending Approval Overdue Transfers Overdue Allocations Overdue RTVs Stock Orders Pending Close | Inventory Control | No | 10 | This will determine whether the tiles for the applicable report is green, yellow, or red if the count in the report exceeds this setting. |
| Subclass Locations Exceeding Variance Critical Count | Cumulative Markon Variance | Finance Analyst | No | 0 | Determines the count of subclass/ locations with variance higher that this number would result in tile for this report turning Yellow or Red. |
| Substitute Items | Incomplete Items | Data Steward | Yes | R | Indicates whether or not the report will highlight substitute items as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N). |
| Tickets | Incomplete Items | Data Steward | Yes | R | Indicates whether or not the report will highlight tickets as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N). |
| Transaction Count Threshold | Late Posted Transactions | Finance Analyst | No | 0 | Indicates the tolerance for transactions posted late for a month and is used to determine the color of the tile for the report on the dashboard. It works with the Location Count Threshold. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green. |
| Transfer Pending Approval Past Creation Date | Transfers Pending Approval | Inventory Control | No | 3 | Number of days past the create date of a transfer that it should appear in this report if it is not yet approved. |
| UDAs | Incomplete Items | Data Steward | Yes | R | Indicates whether or not the report will highlight user defined attributes (UDAs) as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N). |
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Appendix A
| Option | Reports | Dashboard | Depart ment Default ? | Defau lt Value | Description |
|---|---|---|---|---|---|
| Upper Inventory Variance % - High | Inventory Variance to Forecast | Inventory Analyst | Yes | 10 | Specifies the upper limit of the upper threshold range which will limit the items returned in the table based on the inventory variance percentage for an item to the forecasted value. |
| Upper Inventory Variance % - Low | Inventory Variance to Forecast | Inventory Analyst | Yes | 5 | Specifies the lower limit of the upper threshold range which will limit the items returned in the table based on the inventory variance percentage for an item to the forecasted value. |
| Validate Reference Items | Order Alerts | Inventory Analyst | No | Y | Determines whether or not to check for the existence of at least one reference item for each item on a purchase order and display the order/ item in this report when missing. Valid values are Yes (Y) or No (N). |
| Variance Count | Shrinkage Variance | Finance Analyst | No | 0 | Indicates the count of subclass/ location combinations that have exceeded their variance tolerance in the period that will be used to determine the color of the tile on the report, working with the Maximum Variance % to determine the color of the tile for the report on the dashboard. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green. |
| Variance Count | WAC Variance | Finance Analyst | No | 0 | Indicates the number of item/location combinations that exceed the Variance Tolerance %. Additionally, it works with the Maximum Variance % to determine the color of the tile for the report on the dashboard. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green. |
| Variance Threshold % | Stock Count Unit Variance | Inventory Control | No | 10 | Indicates the percent variance for the units based on the count’s snapshot that will result in the count appearing in the report. Additionally, it is works with the Stock Count Location Exception Count to determine the color of the tile for the report on the dashboard. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green. |
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Appendix A
| Option | Reports | Dashboard | Depart ment Default ? | Defau lt Value | Description |
|---|---|---|---|---|---|
| Variance Threshold % | Stock Count Value Variance | Finance Analyst | No | 10 | Defines the value variance tolerance % exceeding which the subclass/ location will be displayed in the report. |
| Variance Tolerance % | Shrinkage Variance | Finance Analyst | No | 10 | Indicates the tolerance that will be used to compare the budgeted shrink rate to the actual shrink for the period for a subclass/location. If it falls outside this tolerance, it will be displayed in the report. |
| Variance Tolerance % | WAC Variance | Finance Analyst | No | 10 | Indicates the tolerance outside for variance between pricing cost and average cost for item/locations. If an item/location falls outside this tolerance, it will be displayed in this report. |
| VAT | Incomplete Items | Data Steward | Yes | R | Indicates whether or not the report will highlight value added tax (VAT) rates as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N). |
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In this guide
- Guide: Merchandising Reports User Guide
- Previous: 4 BI Publisher Reports